Work out annual expenses, reserve contributions, and monthly dues per unit. Free, no signup, no email wall — use it for your next budget cycle and bring the result to the board meeting.
Expenses
Input your estimated or actual annual costs for each category. The calculator will determine monthly dues per unit.
Annual Expenses by Category
Recommended Dues
per unit / month
per unit / year
total / month
total / year
Expense Breakdown
Automate your HOA finances
HOA Base handles invoicing, payment collection, and financial reporting automatically. No more spreadsheets.
Book a Free DemoSee how HOA Base can save your board 10+ hours per week.
Creating an accurate HOA budget is one of the most important responsibilities for any board. This free calculator helps you estimate your community's total annual expenses and determine the right monthly assessment for each homeowner.
Start with the total number of units (homes, condos, or lots) in your community. This is used to calculate the per-unit share of total expenses.
Enter your estimated or actual annual costs for each category. If you're unsure about a specific number, use your most recent budget or financial statements as a guide. Common expense categories include:
The calculator instantly shows your recommended monthly dues per unit, total monthly and annual budget, and a percentage breakdown by category. Use this to prepare your annual budget proposal or evaluate whether your current assessments are sufficient.
More free tools
HOA Fee Calculator
Estimate monthly HOA fees using equal share, square footage, or property value methods.
HOA Meeting Agenda Generator
Create a professional, printable board meeting agenda in minutes.
HOA Reserve Study Calculator
Estimate reserve contributions, percent funded, and major replacement timing.
HOA Base automates invoicing, tracks payments in real time, and generates board-ready financial reports. See how it works for your community.